See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,235 |
PENTEGRA SERVICES, INC.2+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 13 · EIN 27-4470015 5250 77 CENTER DRIVE · CHARLOTTE, NC 28217 | Contract Administrator | $3,039 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN FINANCIAL Service code 15 · EIN 35-1140070 PO BOX 2340 · FORT WAYNE, IN 46801 | Recordkeeping | $943 |
REGIONS BANK1+ years Service code 28 · EIN 63-0589368 19001 6TH AVENUE N · BIRMINGHAM, AL 35203 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,258 | $38,969-37.7% | $109,313-77.8% | $55,167-56.0% |
| Participation rate | 22.8% | 58.2%-35.4pp | 71.3%-48.5pp | 69.0%-46.2pp |
| Annual return | 3.81% | 8.26%-4.4pp | 22.07%-18.3pp | 169.23%-165.4pp |
| Employer contribution / active EE | $377 | $1,227-69.3% | $3,892-90.3% | $1,963-80.8% |
| Participant deferral / active EE | $635 | $2,176-70.8% | $3,166-79.9% | $3,054-79.2% |
| Admin fee / account holder | $12 | $501-97.5% | $5,666-99.8% | $504-97.6% |